CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in PANW — Palo Alto Networks Inc
CIK 1766904
RICHMOND, VA
Position in PANW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$483,903
+$320,541 QoQ
Shares Held
1,419
+39.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,084
of 2,893 holders
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $12,795,960 across 15 Software - Infrastructure names. PANW ranks #3 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
26,972 | $10,061,084 | |
| 2 | ORCL |
Oracle Corp
|
5,788 | $848,226 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
1,419 | $483,903 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
2,270 | $264,837 | |
| 5 | FTNT |
Fortinet, Inc.
|
1,578 | $242,410 | |
| 6 | SNPS |
Synopsys Inc
|
463 | $206,525 | |
| 7 | TWLO |
Twilio Inc
|
794 | $163,824 | |
| 8 | VRSN |
Verisign Inc/Ca
|
502 | $126,280 |
All Filings in PANW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,903 | 1,419 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $163,362 | 1,019 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $207,221 | 1,125 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $232,123 | 1,140 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $208,936 | 1,021 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $152,038 | 891 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $141,927 | 780 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $3,203,689 | 9,373 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $2,404,256 | 7,092 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $2,002,831 | 7,049 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $657,875 | 2,231 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $430,196 | 1,835 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $332,929 | 1,303 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $260,261 | 1,303 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $194,658 | 1,395 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $199,987 | 1,221 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $164,975 | 334 | Shares | Sole | 2022-08-15 | |
| 2020-09-30 | $979 | 4 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||